The Irrelevant Investor

DECEMBER 24, 2023

Today’s Talk Your Book is brought to you by Polen Capital: We are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss investing outside the US. The post Talk Your Book: International Growth Investing appeared first on The Irrelevant Investor.

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The Irrelevant Investor

MARCH 3, 2024

The post Talk Your Book: Private Investing for Fiduciaries appeared first on The Irrelevant Investor.

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A Wealth of Common Sense

FEBRUARY 5, 2024

Today’s Talk Your Book is brought to you by StepStone: See here to learn more about investing in StepStone Private Wealth strategies and here for disclosure information On today’s show, we are joined by Bob Long, CEO of StepStone Private Wealth to give us insight into their infrastructure strategy.

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A Wealth of Common Sense

MARCH 4, 2024

Today’s Talk Your Book is brought to you by Opto Investments: See here for more information on Optos private market solutions for wealth managers On today’s show, we discuss: How Opto Investments was started Why private markets are not scalable for traditional RIAs How Opto is optimizing for private markets The extraordinary growth of private (..)

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The Big Picture

MARCH 22, 2024

This week, we speak with Liz Ann Sonders , managing director and chief investment strategist at Charles Schwab & Co , with $8.5 ” A list of her favorite books is here ; A transcript of our conversation is available here Tuesday. His latest book is “ Economics in America: an immigrant economist explores the land of inequality.”

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A Wealth of Common Sense

MAY 6, 2024

Today’s Talk Your Book is sponsored by Franklin Templeton Digital Assets: On today’s show, we spoke with Christopher Jensen, Director of Digital Assets Research for Franklin’s Digital Asset Investment Strategies Group and co-lead of the Digital Asset Investment Strategy Investment Committee to discuss the digital asset landscape.

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Trade Brains

APRIL 3, 2023

Best Value Investing Books For Stock Market Investors: Hi there. Past few weeks, I’ve received dozens of emails regarding the suggestions on best value investing books. That’s why I decided to write this blog discussing my personal favourite value investing books which I highly recommend to my readers to read.

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The Big Picture

FEBRUARY 23, 2024

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.

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A Wealth of Common Sense

OCTOBER 9, 2023

Today’s Talk Your Book is brought to you by MUSQ: On today’s show, we spoke with David Schulhof, Founder and CEO of MUSQ to discuss investing in the growing music industry.

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A Wealth of Common Sense

FEBRUARY 26, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF.

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A Wealth of Common Sense

MAY 22, 2023

Today’s Talk Your Book is presented by GLASfunds: On today’s show, we are joined by Brett Hillard, CIO of GLASfunds to discuss revolutionizing the alternative investment process for advisors.

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The Irrelevant Investor

MAY 21, 2023

Today’s Talk Your Book is presented by GLASfunds: On today’s show, we are joined by Brett Hillard, CIO of GLASfunds to discuss revolutionizing the alternative investment process for advisors. The post Talk Your Book: Streamlining Alternative Investments appeared first on The Irrelevant Investor.

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The Irrelevant Investor

AUGUST 7, 2022

See here for an easy way to invest using rules-based strategies. On today’s show, we spoke with Benjamin Rollert, CEO of Composer about investing using rules-based strategies and algorithms and how they fit within a portfolio. The post Talk Your Book: Choose Your Own Investments appeared first on The Irrelevant Investor.

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A Wealth of Common Sense

APRIL 29, 2024

Today’s Talk Your Book is sponsored by SpiderRock Advisors: On today’s show, we spoke with Eric Metz, President and Chief Investment Officer of SpiderRock Advisors to discuss option-overlay strategies for advisors and investors.

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The Irrelevant Investor

APRIL 28, 2024

Today’s Talk Your Book is sponsored by SpiderRock Advisors: On today’s show, we spoke with Eric Metz, President and Chief Investment Officer of SpiderRock Advisors to discuss option-overlay strategies for advisors and investors.

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A Wealth of Common Sense

FEBRUARY 20, 2023

Today’s Talk Your Book is brought to you by Jensen Investment Management: We had Kevin Walkush, Portfolio Manager at Jensen Investment Management on the show to discuss investing in quality businesses.

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The Irrelevant Investor

FEBRUARY 19, 2023

Today’s Talk Your Book is brought to you by Jensen Investment Management: We had Kevin Walkush, Portfolio Manager at Jensen Investment Management on the show to discuss investing in quality businesses. The post Talk Your Book: Investing in Quality Growth appeared first on The Irrelevant Investor.

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Abnormal Returns

SEPTEMBER 6, 2023

blog.validea.com) China's stock market is cheap, but is it investable? (awealthofcommonsense.com) Bonds aren't boring any more. quietwealth.com) Equities Small value stocks are even cheaper than normal. wsj.com) Money management Wealth management is a growth business. economist.com) Why don't more funds use performance funds?

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The Irrelevant Investor

OCTOBER 3, 2022

Today’s Talk Your Book is presented by Kelly Intelligence: On today’s show, we spoke with Kevin Kelly, Founder and CEO of Kelly Intelligence about the use cases for gene editing, how biotechs perform in difficult environments, and much more.

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The Big Picture

OCTOBER 2, 2023

Along those lines, here are in chronological order, the thinkers who have helped shape how I view the world view, including how I philosophically think about the economy, markets, and investing. 10 Quotes That Shaped My Investment Philosophy 1. Being right may be a necessary condition for investment success, but it won’t be sufficient.

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The Irrelevant Investor

OCTOBER 29, 2023

The post Talk Your Book: Investing in Luxury appeared first on The Irrelevant Investor.

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Abnormal Returns

DECEMBER 1, 2023

ritholtz.com) Andrew Stotz talks with Larry Swedroe why a great company does not always make a great investment. open.spotify.com) Marc Maron talks comedy with Jesse David Fox, author of "Comedy Book." (tim.blog) Finance Barry Ritholtz talks with Peter Atwater author of "The Confidence Map: Charting a Path from Chaos to Clarity."

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The Irrelevant Investor

OCTOBER 9, 2022

Today’s Talk Your Book is presented by CION Investments: On today’s show, we spoke with Michael Reisner, Co-CEO of CION Investments to discuss investing in private credit in today’s market environment. The post Talk Your Book: Investing in Private Credit appeared first on The Irrelevant Investor.

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A Wealth of Common Sense

OCTOBER 10, 2022

Today’s Talk Your Book is presented by CION Investments: On today’s show, we spoke with Michael Reisner, Co-CEO of CION Investments to discuss investing in private credit in today’s market environment.

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The Big Picture

JUNE 24, 2023

This week, we speak with Peter Borish, who is chairman and chief executive officer of Computer Trading Corporation, an investment and advisory firm. Borish was founding partner and right-hand man to Paul Tudor Jones at Tudor Investment Corporation , where he was director of research for 10 years.

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A Wealth of Common Sense

OCTOBER 30, 2023

Today’s Talk Your Book is brought to you by KraneShares: Today we are joined by Brendan Ahern, CIO of Kraneshares to discuss their new Global Luxury Index ETF $KLXY On today’s show, we discuss: The creation of the Luxury ETF Luxury spending dynamics and recessions Getting exposure to China through European companies Demographic trends and (..)

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The Irrelevant Investor

AUGUST 28, 2022

The post Talk Your Book: Investing in China appeared first on The Irrelevant Investor. On today’s show we discuss: An update on what’s happening with China China’s performance vs the rest of the world China’s crackdown on tech companies Chinese listing issues with the US Listen h.

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The Big Picture

OCTOBER 22, 2022

This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). A list of her favorite books is here ; A transcript of our conversation is available here Tuesday. The two discuss the sixth edition of SFTLR, the latest and most widely expanded edition of the investment classic.

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The Big Picture

OCTOBER 28, 2023

This week, we speak with Michael Carmen , co-head of private investments at Wellington Management Co. He has written papers on topics concerning investment trends in late-stage growth and small-cap equity portfolios and is a chartered financial analyst. billion in 166 diversified investments. trillion in client assets.

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Alpha Architect

AUGUST 16, 2022

I am grateful for this book because I am less confused about sustainable investing, and I am inspired to learn more about the topic. Book Review: Your Essential Guide to Sustainable Investing was originally published at Alpha Architect.

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Abnormal Returns

JANUARY 10, 2024

ritholtz.com) Claer Barrett talks with Morgan Housel about his book "Same As Ever." ft.com) Jim O'Shaughnessy talks with Jared Dillian about his new book "No Worries: How To Live a Stress-free Financial Life." Podcasts Barry Ritholtz talks with Michael Mauboussin about why it is so hard to buck the crowd.

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A Wealth of Common Sense

JUNE 5, 2023

Today’s Talk Your Book is brought to you by US Benchmark Series: On today’s live show, we spoke with Alex Morris, Founder and CIO of F/m Investments to discuss investing in US treasuries in a rising rate environment.

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The Irrelevant Investor

MARCH 24, 2024

Today’s Talk Your Book is brought to you by KraneShares: Today we are joined by Jonathan Shelon, Chief Operating Officer of KraneShares to discuss investing strategies surrounding China. The post Talk Your Book: Finding a Bottom in China appeared first on The Irrelevant Investor.

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The Irrelevant Investor

JUNE 4, 2023

Today’s Talk Your Book is brought to you by US Benchmark Series: On today’s live show, we spoke with Alex Morris, Founder and CIO of F/m Investments to discuss investing in US treasuries in a rising rate environment.

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A Wealth of Common Sense

DECEMBER 26, 2022

Today’s Talk Your Book is brought to you by S&P Dow Jones Indices: See here to learn more about investing in S&P thematic indices On today’s show, we are joined by Pavel Vaynshtok, Global Head of Strategy Indices at S&P Dow Jones On today’s show we discuss: How thematics have gotten so popular History of indices going back to the (..)

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The Irrelevant Investor

DECEMBER 25, 2022

The post Talk Your Book: The Rise of Thematic Investing appeared first on The Irrelevant Investor.

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A Wealth of Common Sense

MARCH 25, 2024

Today’s Talk Your Book is brought to you by KraneShares: Today we are joined by Jonathan Shelon, Chief Operating Officer of KraneShares to discuss investing strategies surrounding China.

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